Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $372 Million
  • Q1 2025

Triangle Securities Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $372 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $15M, Schwab Strategic U.S. Mid Cap with a value of $13.4M, Vanguard Information Technolog with a value of $11.4M, Microsoft Corp with a value of $9.94M, and Spdr S&P 600 Small Cap Value E with a value of $9.77M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $374M to 372M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $372 Million
ETFs: $148 Million
Financial Services: $51.7 Million
Technology: $37.3 Million
Healthcare: $23.5 Million
Industrials: $23.4 Million
Consumer Cyclical: $17.9 Million
Consumer Defensive: $16.5 Million
Communication Services: $15.8 Million
Other: $27.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.5B
$1.3 Million 0.35% of portfolio
7,110
Q1 2025 Reduced 7.93%
$112B
$1.28 Million 0.34% of portfolio
12,234
Q1 2025 Reduced 2.2%
$36.5B
$1.28 Million 0.34% of portfolio
4,972
Q1 2025 Reduced 0.2%
$271B
$1.2 Million 0.32% of portfolio
13,642
Q1 2025 Reduced 0.1%
$140B
$1.15 Million 0.31% of portfolio
5,628
Q1 2025 Added 50.24%
$207B
$1.17 Million 0.31% of portfolio
11,825
Q1 2025 Added 6.6%
$283B
$1.17 Million 0.31% of portfolio
7,372
Q1 2025 Reduced 0.34%
$230B
$1.13 Million 0.3% of portfolio
3,627
Q1 2025 Reduced 4.12%
$75.6B
$1.12 Million 0.3% of portfolio
4,419
Q1 2025 Added 0.8%
$40.7B
$1.12 Million 0.3% of portfolio
7,776
Q1 2025 Reduced 8.82%
$17.5B
$1.13 Million 0.3% of portfolio
17,198
Q1 2025 Reduced 6.23%
$72.6B
$1.12 Million 0.3% of portfolio
3,246
Q1 2025 Reduced 0.52%
$46.5B
$1.09 Million 0.29% of portfolio
5,187
Q1 2025 Reduced 8.1%
$218B
$1.06 Million 0.29% of portfolio
9,099
Q1 2025 Reduced 3.63%
$53.1B
$1.1 Million 0.29% of portfolio
4,460
Q1 2025 Reduced 0.22%
$88.3B
$1.03 Million 0.28% of portfolio
2,207
Q1 2025 Reduced 1.12%
$47.1B
$987,000 0.27% of portfolio
6,940
Q1 2025 Added 0.81%
$157B
$987,000 0.27% of portfolio
1,985
Q1 2025 Added 21.18%
$149B
$990,000 0.27% of portfolio
8,132
Q1 2025 Reduced 3.56%
$59B
$955,000 0.26% of portfolio
5,602
Q1 2025 Reduced 0.53%
$152B
$980,000 0.26% of portfolio
4,632
Q1 2025 Reduced 1.49%
$75.8B
$945,000 0.25% of portfolio
3,470
Q1 2025 Reduced 1.92%
$50B
$885,000 0.24% of portfolio
6,932
Q1 2025 Added 0.93%
$33.9B
$852,000 0.23% of portfolio
7,822
Q1 2025 Added 6.23%
$148B
$870,000 0.23% of portfolio
12,259
Q1 2025 Reduced 4.7%
$48.4B
$801,000 0.22% of portfolio
19,178
Q1 2025 Reduced 1.35%
$139B
$837,000 0.22% of portfolio
5,769
Q1 2025 Added 3.5%
$115B
$832,000 0.22% of portfolio
1,718
Q1 2025 Reduced 2.72%
$65.9B
$777,000 0.21% of portfolio
18,411
Q1 2025 Added 3.17%
$32.3B
$781,000 0.21% of portfolio
3,209
Q1 2025 Added 0.19%
$75.6B
$784,000 0.21% of portfolio
8,373
Q4 2024 Reduced 0.36%
$71.2B
$737,000 0.2% of portfolio
4,194
Q1 2025 Reduced 1.18%
$222B
$736,000 0.2% of portfolio
2,737
Q1 2025 Added 1.86%
$993B
$742,000 0.2% of portfolio
4,809
Q1 2025 Added 2.3%
$555B
$744,000 0.2% of portfolio
1,358
Q1 2025 Reduced 2.51%
$155B
$692,000 0.19% of portfolio
1,475
Q1 2025 Added 3.36%
$12.6B
$720,000 0.19% of portfolio
24,314
Q1 2025 Added 4.93%
$92.7B
$689,000 0.19% of portfolio
1,976
Q1 2025 Reduced 5.59%
$83.5B
$668,000 0.18% of portfolio
9,863
Q1 2025 Reduced 1.96%
$81.9B
$653,000 0.18% of portfolio
4,453
Q2 2023 Reduced 7.75%
$9.51B
$629,000 0.17% of portfolio
8,193
Q1 2025 Reduced 19.42%
$44.1B
$625,000 0.17% of portfolio
5,989
Q1 2025 Reduced 8.17%
$16B
$651,000 0.17% of portfolio
4,424
Q1 2025 Added 75.56%
$467B
$600,000 0.16% of portfolio
635
Q1 2025 Added 4.44%
$167B
$587,000 0.16% of portfolio
3,822
Q1 2025 Added 1.73%
$136B
$588,000 0.16% of portfolio
2,493
Q1 2025 Added 5.77%
$45.7B
$605,000 0.16% of portfolio
1,933
Q1 2025 Reduced 2.03%
$47.2B
$593,000 0.16% of portfolio
10,583
Q1 2025 Added 12.53%
$153B
$574,000 0.15% of portfolio
15,576
Q1 2025 Reduced 34.7%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $372 Million
  • Prior Value $374 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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